Money Advisors, Inc. DBA Century Investment Planning logo

Money Advisors, Inc. DBA Century Investment Planning

Updated today

Client AUM

$57,383,760

Clients

144

Advisors

5

of 5 employees

About

Money Advisors, Inc. d/b/a Century Investment Planning serves individuals, trusts, estates, limited liability companies and retirement plan accounts, including both non‑high‑net‑worth and high‑net‑worth clients, with discretionary portfolio management as its primary service. The firm’s brochure reports approximately $64 million in discretionary assets under management as of December 31, 2025 and notes that financial planning services are provided at clients’ request.

The firm describes a fundamental, long‑term investment approach that avoids market timing and non‑investment‑grade securities, generally favors dividend‑paying equities, and limits mutual fund and ETF use because of administrative charges. Advisors have discretionary trading authority but state a practice of consulting clients before significant strategy changes and use a range of research sources (Bloomberg, Morningstar, Value Line, CFRA, etc.) while custodial arrangements are maintained with Charles Schwab.

What the brochure highlights as less common among peers is the team’s ongoing accounting and real‑estate business experience: the founder’s long CPA and CFP background and descriptions of principals’ involvement in real estate management and holding companies (for example, Maplevest Management LLC and prior roles with Summit Apartments/Francisco Group). The brochure also discloses that the firm receives no third‑party compensation, does not participate in wrap fee programs, and manages client assets exclusively on a discretionary basis, combining professional accounting credentials with active non‑investment business interests.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

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Fee options

Fixed

Fixed and negotiated fees for financial planning services

Percentage

Up to 1.5% of portfolio assets annually, payable quarterly in arrears

Main office

3540 Wheeler Road, Suite 206

Augusta GA 30909

Advisors at this office

5

Most active in

Georgia · South Carolina

Also doing business as

Century Investment Planning · Money Advisors, Inc. · Money Advisors, Inc. Dba Century Investment Planning

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brenda C

Series 65

Augusta, GA

Money Advisors, Inc. DBA Century Investment Planning

Brenda Carroll is a financial advisor at Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA, with 17 years of industry experience. She holds a Series 65 designation and has worked at Baird & Company, CPAs since 1999. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, providing discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and employs a long-term, fundamental investment approach that emphasizes client-specific asset allocation and avoids market timing and non-investment grade securities.

Active portfolio management
user avatar

John G

CFP®, Series 65

Augusta, GA

Money Advisors, Inc. DBA Century Investment Planning

John Gillion is a CFP® with 21 years of industry experience and is associated with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. He has been a partner at Baird & Company, CPAs since 1962, where he handles tax and financial matters. Money Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, limited liability companies, and retirement plans. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, managing approximately $53 million in discretionary assets for about 125 clients.

Active portfolio management
user avatar

Sarah M

Series 65

Augusta, GA

Money Advisors, Inc. DBA Century Investment Planning

Sarah Masood is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and 17 years of industry experience. She has worked at Baird & Company, CPAs, LLC since 2007. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning. The firm manages approximately $53 million in discretionary assets and focuses on long-term fundamental analysis, client-specific asset allocation, and the use of multiple third-party research providers.

Active portfolio management
user avatar

John G

Series 65

Augusta, GA

Money Advisors, Inc. DBA Century Investment Planning

John Gillion III is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and over 20 years of industry experience. He has worked at Maplevest Management since 2010 and McCurdy, Gillion & Associates LLLP since 2001. Outside of his advisory role, Gillion is active in multiple non-investment-related holding companies and serves as a licensed Certified Public Accountant and Certified Management Accountant. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning services. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, avoiding market timing and non-investment grade securities while favoring dividend-paying equities.

Active portfolio management
user avatar

Eleonora G

Series 65

Augusta, GA

Money Advisors, Inc. DBA Century Investment Planning

Eleonora Gillion is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. She holds a Series 65 designation and has seven years of industry experience, having been with the firm since 2016. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, offering discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and emphasizes long-term, fundamental analysis with client-specific asset allocation, avoiding market timing and non-investment grade securities.

Active portfolio management
View complete list of advisors at this firm
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